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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$16.29
Change-$0.18 (-1.09%)
VolumeN/A
Net Assets335.08M
Vanguard Small Cap Index I
Price$112.02
Change-$1.16 (-1.02%)
VolumeN/A
Net Assets147.56B
IYSMX vs VSCIX Comparison Chart in %
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IYSMX vs. VSCIX commentary
Jun 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. IYSMX (335M). VSCIX pays higher dividends than IYSMX: VSCIX (1.49) vs IYSMX (0.13). IYSMX was incepted earlier than VSCIX: IYSMX (13 years) vs VSCIX (28 years). IYSMX (1.52) is less costly to investors than VSCIX (0.04). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSCIX (13.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). VSCIX (8.93) and IYSMX (8.80) have marching annual gain over last year. VSCIX return over 5 years is better than : 70.49 vs. IYSMX (12.45).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | 1.39 | 0.04 | 3,475% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | -0.930 | -1.617 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 148B | 0% |
| Annual Yield % from dividends | 0.13 | 1.49 | 8% |
| Returns for 1 year | 8.80 | 8.93 | 99% |
| Returns for 3 years | 4.47 | 31.00 | 14% |
| Returns for 5 years | 12.45 | 70.49 | 18% |
| Returns for 10 years | -5.08 | 98.49 | -5% |
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